How to Import Billing Codes
Importing Through Billing Integrations (Clio, MyCase, LeanLaw, SurePoint)
Step 1: If you are a Clio, MyCase, LeanLaw or SurePoint user, you should activate the direct billing integration on the Integrations page.
Step 2: Enable the integration you want to use. Remember, you need to be a firm admin to enable these integrations.
Step 3: Once you connect your billing integration to your account, billing codes will start populating on your Billing Codes page.
Manual Entry
If your firm uses a different practice management system, there is an option to add billing codes manually.
Step 1: To add codes individually, go to your Billing Codes page and select Add Billing Codes.
Step 2: Here, you can add or create a client or matter, as well as corresponding client and matter codes. Remember, only the client name is required; all other fields are optional.
Bulk Upload
Step 1: To upload more than one code at a time, choose the Bulk upload option.
Step 2: Download our template, add your clients and matters, and upload them all at once. Ensure your billing codes are accurate by referencing our sample template.
Your uploaded clients and matters will now appear on your Billing Codes page.
Custom Automation (through email)
For some firms, we can establish a custom automation to sync billing codes through email export from your practice management system.
To set this up, reach out to support@billables.ai.
Billing Code Features
Favourite Your Billing Codes
To favorite a billing code, press the star icon next to the client or matter. Favorited entries are marked by a blue star. This improves matter matching for your entries. You can have the option to only show favourited entries on your billing codes page.
Edit Billing Codes
To customize client and matter specifications for each billing code. To edit, select the pencil icon next to the client or matter. Here, you can edit the client name, set it as non-billable, require activity and task codes, and adjust narrative description settings. You can also upload client guidelines for narratives as a PDF.
Custom Codes
To add a custom code for your firm, go to the Billing Codes page and select the Custom Codes tab. Add a name for your custom code, such as a location code or any other activity category, and then add your list of custom fields by clicking on the Add Code Value plus icon.
For more help, visit the Help Center. Enjoy using Billable AI to automate your billing!